Personal Financial Consultant | OCBC Careers

    Personal Financial Consultant Trainee Programme

    Achieve your goals while realising the dreams of others

    Why you will love this

    Six weeks of structured training to put you on the path to success

    Customised career progression through a sales or management track

    Eligibility

    A degree or diploma with relevant retail banking sales experience

    A results-oriented mindset and a desire to tackle challenges

    A willingness to work flexible hours, including at weekends

    Introduction

    As part of the Global Consumer Financial Services team, you will be part of our business that serves almost three million customers across Singapore, Malaysia, Indonesia and China. You will be assigned to one of our island-wide branches and be at the frontline, providing one-stop financial advisory services to customers and building long-term relationships with them through the delivery of exceptional after-sales service.

    Help our customers achieve their financial goals through the active promotion and cross-selling of our comprehensive range of wealth management products including insurance, loans, unit trusts and structured deposits.

    You will be in the position to build a successful career with the option to pursue the Management Route by becoming a Branch Manager or the Sales Route by becoming a Client Advisor working with premier private clients.

    Top performers will be invited on trips to fabulous locations around the world including Paris, Barcelona, London and many more!

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    What you will experience
    Through this six-week structured programme, you will undergo the following:

    Week 1-2

    • Induction and introductory banking modules.
    • Training on compliance.
    • Quick tests and reviews to assess your knowledge of the Bank, the role, and banking regulations.

    Week 3-4

    • Training on core banking products, loans and channels.
    • Learning about the various aspects of banking service.
    • An assessment of your knowledge of product application

    Week 5-6

    • Lessons on wealth management
    • Analysis of clients' needs
    • Training on how to advise clients
    • An assessment of your grasp of wealth management and advisory using the range of financial solutions we provide through the deployment of simulated wealth protection tools
    WHAT YOU NEED TO KNOW

    By joining the Personal Financial Consultant Trainee Programme, you will:

    • Learn through a six-week structured programme
    • Be mentored by a Branch Manager during attachments
    • Be widely exposed to a range of OCBC Bank products
    • Learn to cater to customers – children, young adults, families and affluent individuals – with different financial needs

    Who should apply?

    • We seek highly motivated individuals who work well in a team.
    • Other qualities that will put you in strong standing for the programme include:
      • A degree or diploma with at least two years of relevant retail banking sales experience
      • Being a results-oriented go-getter who relishes challenges
      • Being prepared to work flexible hours, including at weekends
    HOW TO APPLY?

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